Closely Held Asset Management Specialty Asset Administrator Analyst

Fairygodboss; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus is seeking an Asset Manager to oversee a portfolio of closely held assets within the Closely Held Asset Management (CHAM) team.

You will conduct asset reviews, perform financial analysis and valuations, and evaluate corporate actions while communicating with clients, trust beneficiaries and JPMorgan professionals. The role involves due diligence, governance reviews, day-to-day asset administration, and contributing to CHAM training, with a focus on compliance and

Qualifications

• Detail oriented with excellent organizational and communication skills
• Ability to work in a dynamic team environment
• Strong familiarity with Microsoft Office (Word, Excel, PowerPoint)

Responsibilities

• Conduct due diligence on clients' closely held business interests
• Complete annual asset reviews and market value estimates
• Analyze financial reporting and complex legal documents
• Review corporate actions including votes, meetings, and transactions
• Evaluate governance frameworks and shareholder issues
• Handle day-to-day asset administration (tax/regulatory filings, meetings, site visits)
• Assist CHAM training on valuation and best practices
• Ensure compliance with banking regulations and JPMorgan standards
• Communicate analyses and recommendations to stakeholders

Job description

An Asset Manager on J.P. Morgan's Closely Held Asset Management team (\"CHAM\") provides asset management services for privately owned businesses (corporations, partnerships and limited liability companies) that are held within trusts and estates at J.P. Morgan. Each Asset Manager is responsible for overseeing a portfolio of approximately 75 - 120 closely held assets, depending on complexity.

Responsibilities include conducting asset reviews (including financial analysis and valuation) and evaluating, responding and approving key corporate actions (e.g., purchase and sale transactions) and other asset-related issues that may arise. Asset Managers participate in conference calls with executive management and advisors of the closely held companies in the Asset Manager's portfolio, and interface with clients, trust beneficiaries and internal JPMorgan partners.

Job Responsibilities

• Conduct due diligence on clients' closely held business interests in support of the new business acceptance process
• Complete annual asset review and market value estimates, including completing company due diligence, management discussions, analyzing financial and operating performance, and determining marketability and holding recommendations in order to assess and manage risk and as a part of a comprehensive service for clients and beneficiaries
• Analyze financial reporting, business organizational documents, and complex legal documents
• Review key corporate actions, including shareholder votes/meetings, responding to proxy requests, and purchase ands ale transactions
• Evaluate corporate governance frameworks and other key shareholder issues
• Day-to-day asset administration (tax and regulatory filings, organizing shareholder meetings, site visits, insurance, etc.)
• Participate in and help produce CHAM-specific training (valuation, asset management best practices, etc.)
• Ensure compliance with banking regulations, policies, procedures, and J.P. Morgan standards
• Communicate analysis, recommendations, and decisions to internal and external stakeholders, professionals, and clients

Required Qualifications, Capabilities, and Skills

• Bachelor degree in Accounting, Economics, Finance, or other related field
• Advanced degrees and credentials are a plus (JD, MBA, CFA, ASA, CPA, CTFA, etc.)
• Closely held asset management experience preferred or equivalent experience obtained through related finance, accounting, business valuation, or trusts & estates experience
• Knowledge and understanding of finance, business valuation, and/or trusts & estates
• Detail oriented, with excellent organizational skills and strong oral and written communication skills
• Ability to work in a dynamic, team environment
• Willingness to research and understand unfamiliar topics and concepts such business, legal, and tax issues, and manage administrative and operational tasks as required
• Ability to confidently prepare and present to internal and external stakeholders
• Working knowledge of Microsoft Office (MS Word, Excel, and PowerPoint)

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.